09/09/2026
Odd Lots just released an episode on "The Economics of the AI Boom, Who Is Actually Paying for All of This?"
I haven't been able to stop thinking about the numbers.
The capital being deployed into AI infrastructure right now is historically unprecedented. And the revenue being generated against it is a fraction of what would justify the investment under any normal model. We've seen this shape before. The question isn't whether the boom is real. It's who survives when the math gets rebalanced.
What Joe and Tracy do better than anyone is follow the money without the hype. And what this episode makes clear is that the winners in AI won't necessarily be the companies building the most impressive technology. They'll be the companies that figured out the unit economics before the funding cycle turned.
We built a simple internal test for every AI initiative we evaluate: what does it cost per decision, what's the decision worth, and when does the math work at scale? We kill projects that can't answer that in one page. The constraint has saved us from a lot of expensive enthusiasm.
The AI wave is real. The economics of who profits from it are still being written.
What's the unit economic model behind the AI investment your company is making right now?
Check the link here: https://www.youtube.com/
Joe Weisenthal & Tracy Alloway, Odd Lots, Bloomberg
Bloomberg Podcasts brings you the best video and audio programming from Bloomberg. Watch for news and analysis on the stories making headlines in business, technology and financial markets.